+3,676.0%
STX vs BN
+259.6%
+3,416.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.6% | +9.1% | +7.8% |
| 7D | +10.7% | -1.2% | +11.9% | +11.3% |
| 30D | +11.3% | -10.9% | +22.2% | +17.9% |
| 3M | +3.2% | -11.1% | +14.3% | +8.9% |
| 6M | +157.0% | -4.4% | +161.3% | +159.3% |
| YTD | +229.2% | -14.1% | +243.3% | +251.3% |
| 1Y | +381.8% | -11.1% | +392.9% | +403.1% |
| 3Y | +1,383.2% | +75.6% | +1,307.6% | +955.4% |
| 5Y | +1,144.9% | +35.8% | +1,109.1% | +894.1% |
| 10Y | +3,676.0% | +261.6% | +3,414.5% | +1,688.1% |
| All | +3,676.0% | +259.6% | +3,416.5% | +1,688.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling